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Nonprofit · EIN 30-6735060

BEVERLY BONDLEY FDN

Tax-exempt · PENNINGTON, NJ 08534

Financials

$3M$216K2023$250K$115K2024
Revenue Expenses · by fiscal year end
Financials of BEVERLY BONDLEY FDN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$250,272$114,887$135,385$3,284,026$0$3,284,026
December 31, 2023990-PF$3,014,996$216,004$2,798,992$3,151,757$0$3,151,757
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$107,921
Net gain from sales of assets
$142,351

Expenses

Grants and similar amounts paid
$62,340
Compensation of officers, directors and key employees
$48,835
Disbursements for charitable purposes
$91,891
Excise tax on investment income
$3,162

Balance sheet and other

Total assets, start of year
$3,151,757
Total assets, end of year
$3,284,026
Total liabilities, end of year
$0
Net assets, end of year
$3,284,026
Fair market value of assets
$3,626,044
Qualifying distributions
$91,891
Net investment income
$247,247

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$48,835
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$16,766

Address and contacts

Address (IRS master file)
PO BOX 1532, PENNINGTON, NJ 08534-0691
In care of
% BANK OF AMERICA NA TTEE
Signed the 990-PF
BANK OF AMERICA N A, TRUSTEE
Phone
(212) 852-3049
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Check at the IRS
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
30-6735060
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2025
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,135,762
Income (IRS master file)
$2,675,890

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$250,272$114,887$3,284,026IRS
990-PFDecember 2023$3,014,996$216,004$3,151,757XML

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-6735060).

Questions about BEVERLY BONDLEY FDN

What is the EIN of BEVERLY BONDLEY FDN?
The employer identification number (EIN) of BEVERLY BONDLEY FDN is 30-6735060.
Is BEVERLY BONDLEY FDN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to BEVERLY BONDLEY FDN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BEVERLY BONDLEY FDN file?
Form 990-PF. Private foundations file every year.
When is the next return of BEVERLY BONDLEY FDN due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BEVERLY BONDLEY FDN last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of BEVERLY BONDLEY FDN?
The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $48,835 (BANK OF AMERICA N A, TRUSTEE).
How much revenue does BEVERLY BONDLEY FDN have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $250,272, expenses of $114,887 and total assets of $3,284,026 at year end.

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